Stock Taper 
THREE SEASONS WEALTH, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 6.09K | $7.03M |
 DigitalOcean Holdings, Inc. | DOCN | 6.27K | $984.58K |
 Fortinet, Inc. | FTNT | 6.32K | $970.26K |
 Starbucks Corporation | SBUX | 6.83K | $697.65K |
 Lam Research Corporation | LRCX | 6.85K | $2.97M |
 Western Digital Corporation | WDC | 7.06K | $4.51M |
 AtriCure, Inc. | ATRC | 7.15K | $200.11K |
 Cardinal Health, Inc. | CAH | 7.48K | $1.78M |
 Kemper Corporation | KMPR | 7.5K | $202.06K |
 The Coca-Cola Company | KO | 8.23K | $668.7K |
 ON Semiconductor Corporation | ON | 8.91K | $842.35K |
 Oracle Corporation | ORCL | 9.32K | $1.37M |
 ServiceNow, Inc. | NOW | 9.89K | $981.98K |
 Expedia Group, Inc. | EXPE | 10.39K | $2.66M |
 The Procter & Gamble Company | PG | 10.57K | $1.55M |
 Cleveland-Cliffs Inc. | CLF | 10.79K | $101.36K |
 The Estée Lauder Companies Inc. | EL | 10.82K | $854.16K |
 Scholar Rock Holding Corporation | SRRK | 11.07K | $608.74K |
 Centene Corp. | CNC | 11.53K | $739.85K |
 Kimbell Royalty Partners, LP | KRP | 11.59K | $168.4K |